Personal Injury Paralegal

Personal Injury Paralegal

Key Responsibilities

• Clio Case Management
• Create and manage client profiles and cases in Clio.
• Perform client intake and initial case setup.
• Enter and update client, defendant, insurance carrier, and adjuster information.
• Maintain case notes, documents, correspondence, and tasks.
• Track deadlines, case milestones, follow-ups, and important dates.
• Maintain accurate and organized electronic case files.
• Client Intake & Case Setup
• Conduct initial client intake and collect accident and incident details.
• Gather and organize client documents, police reports, photographs, and incident reports.
• Prepare necessary intake forms and authorizations.
• Ensure all relevant case information is properly documented in Clio.
• Insurance Information Management
• Identify and maintain insurance company details, claim numbers, policy information, and adjuster contacts.
• Follow up with insurance carriers regarding claims and policy information.
• Assist with insurance-related correspondence and communications.
• Medical Records & Billing
• Request and follow up on medical records and billing statements.
• Organize and review medical records and billing documentation.
• Upload and categorize medical records in Clio.
• Track treatment progress, outstanding medical records, and medical balances.
• Prepare medical chronologies and summaries when required.
• Lien Tracking
• Identify and track medical liens, health insurance liens, and other related liens.
• Request and follow up on updated lien information.
• Maintain lien documentation and records.
• Assist in organizing lien information for settlement and resolution.
• Demand Preparation
• Assist in preparing personal injury demand packages.
• Organize medical records, billing summaries, and supporting documents.
• Prepare medical chronologies and damage summaries.
• Compile relevant information required for settlement negotiations.
• Litigation Support & Complaint Preparation
• Prepare complaint packets for filing in Orange County, Los Angeles County, and San Bernardino County, California.
• Assist with preparing civil complaints and supporting litigation documents.
• Prepare summons, civil case cover sheets, and other required filing documents.
• Coordinate court filings, service of process, and proofs of service.
• Track litigation deadlines, hearings, and court-related activities.
• Discovery Drafting & Responses
• Prepare and propound written discovery, including:
• Form Interrogatories (FROGS)
• Special Interrogatories (SPROGS)
• Requests for Production of Documents (RFPD)
• Requests for Admissions (RFA)
• Prepare responses and objections to Form Interrogatories, Special Interrogatories, Requests for Production, and Requests for Admissions.
• Review discovery requests and gather relevant information and supporting documents.
• Organize discovery responses, exhibits, and document production.
• Prepare Bates-stamped documents and assist with discovery service.
• Maintain discovery deadlines and follow up on outstanding responses.

Requirements & Tech Stack

• Clio case management software
• California personal injury matters

Qualifications

• Hands-on experience using Clio.
• Strong experience in personal injury case management, client intake, medical records and billing, demand preparation, and litigation support.
• Familiarity with California court procedures.
• Proficiency in complaint preparation, discovery drafting, and maintaining accurate and organized case files in Clio.
• Strong attention to detail and organizational skills.
• Ability to manage multiple cases and deadlines.
• Practical experience preparing complaint packets for Orange, Los Angeles, and San Bernardino Counties.
• Experience drafting and responding to FROGS, SPROGS, RFPD, and RFA.
• Knowledge of California civil litigation procedures and court filings.
• Experience handling medical records, billing, liens, and demand packages.
• Excellent written and verbal communication skills.